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Hoak Public Equities

I. Basics

Hoak Public Equities, L.P. is a Dallas-based investment partnership affiliated with the Hoak family office, focusing on public equities with an activist approach, as evidenced by multiple Schedule 13D filings

J. Hale Hoak (class of 1996, B.A. Miami University) is a Dallas-based investment executive serving as President of Hoak & Co. (GP of activist-oriented Hoak Public Equities, L.P.) and Principal at HBC Investments LLC (Hoak family office, since 2011), with current board roles including Independent Director at Westwood Holdings Group, Inc. (since March 2025), President of HBC Acquisition Corp., and Director at BTC Financial Corp., Ruan Transportation Management Systems, Nova Compression LLC, and Getka Energy LLC. His career includes Founding Partner at Inwood Capital Partners LP, Vice President at Hoak Capital Corp. (until 1999), past directorships at Ambassadors International (2008-2009), and trustee positions at Southwestern Medical Foundation and Baylor Health Care System Foundation, actively participating in family-led activist campaigns like Turtle Beach (TBCH) stakes and Noodles & Company support agreements.

II. Letters & Presentations

Nil

III. Significant companies

Below is a list of company engagements where the filer has filed a Schedule 13D and/or engaged in a proxy campaign. As the filer does not file a Form 13F, current ownership information is not available.

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